Average annual returns
Through 20251 year
9.10%
3 year
9.83%
5 year
8.03%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
81 months through April 30, 2026Volatility (ann.)
19.78%
Sharpe
0.86
Sortino
1.63
Max drawdown
-38.38%
Best month
18.94%
Worst month
-28.25%
Beta vs VTSAX
1.15
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
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